Job Abstract
Responsibilities include, but are not limited to: Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Manages the retention and expansion of existing client relationships through a contact strategy and ongoing review the clients banking needs. Build, promote and maintain adequate pipeline of opportunities to meet all Private Banking targets, including, but not limited on and off-balance sheet, advisory, broker...
Search Terms: Officer, Banking, Private, Financial Planning, Client Relations